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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,767 | $180,466-46.9% | $154,114-37.9% | $135,382-29.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.35% | 888.15%-891.5pp | 735.16%-738.5pp | 519.77%-523.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,850 | $5,806-16.5% | $5,081-4.5% | $5,609-13.5% |
| Admin fee / account holder | $31,608 | $16,144+95.8% | $13,411+135.7% | $10,829+191.9% |